Save, Subscribe and Share a Dashboard (Dashboards by Category)

You can save and share
a customized dashboard, to revisit it any time in the
Main Menu, or you can
schedule to send regular email updates of your customized
dashboard to stay proactive and catch any issues before they
catch you. The subscription email has both a PDF attachment
of the dashboard (containing frozen data), and also a link
to the live dashboard, to view the saved view settings
(menus at the top of the dashboard) with live data.

To save, share and
subscribe, you first view a dashboard, customize it, then
share with people and subscribe someone to regular email
updates, and finally you save it.

To view the link to a dashboard, you must have a username for Aternity, so the email
also includes a PDF attachment which anyone can view.

Subscribe and share a dashboard

When you re-open a saved dashboard, it displays the latest data with the menus and
sections which you set at the time of saving.

For example, if you have the ideal timeframe and set of sections in your SLA
dashboard, you can save and share this view with others.

Procedure

Use the search box in the
top bar to quickly start monitoring a device hostname, username or application, or enter the name of a dashboard.

Step 3 Set the view of the dashboard as you want it saved.

A saved dashboard preserves the view settings: top menu selections and section displays

Step 4 To save a dashboard or subscribe to regular email updates, select Save in the top bar of the dashboards.

A link to a saved
dashboard opens it with the same view settings when you saved it (menu
selections at the top of the dashboard, or choosing to view a section name). It
does NOT freeze the data itself within the dashboard, just the view
settings.

Save a dashboard's view settings

Field

Description

Name

Enter a unique name, up to 22 characters long. It can
also include spaces.

Favorites

To keep dashboards under Favorites,
bookmark them in the Main Menu or
when saving.

Select Category

Select in what category to save this dashboard.

Only me

Select this if you are the only user who can access this
saved dashboard.

Everyone

Select this if you want other users in your organization
to access this saved dashboard.

Username or Group

Select this if you want only certain people in your
organization to access this saved dashboard and enter
their user names.

To enter more than one name, separate the user names with
a semi-colon only (;) no
space.

You can enter group names instead, as defined in the
Active Directory.

Subscribe

To subscribe yourself or anyone else to regular email
updates of your saved dashboard, enter all the email
addresses who receive a subscription email for this
saved dashboard at a given frequency (like weekly).

To enter more than one address for the same frequency,
separate the addresses with a semi-colon only
(;) no space.

The system sends an email regularly containing a live
link to the saved dashboard, and a PDF attachment with
the dashboard's frozen data at the time.

While anyone can view and share the PDF attachment, you
must have an Aternity username to view a live link to a customized
dashboard.

Select Schedule for
Subscriptions

Select the schedule when Aternity sends the subscription mail:

Daily sends every night
(server time).

Weekdays sends every
night, Monday to Friday (server time).

Mondays sends every Monday
morning (server time).

Monthly sends on the first
day of every month in the morning (server
time).

You cannot schedule timeframes that are lower than 24
hours.

Step 5 To access a dashboard which you saved or somebody else shared with you, select
Main Menu > Category
where the dashboard was saved.

Access a saved dashboard

Step 6 To rename a saved dashboard, or change its visibility to other users, select
Edit Properties.

Edit the properties of a saved dashboard

Step 7 To remove a saved dashboard, select the dashboard and then select Delete.